See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,037 | $114,047-79.8% | $96,139-76.0% | $167,490-86.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 68.4%+21.6pp | 82.1%+7.9pp |
| Annual return | 57.19% | 189.88%-132.7pp | 191.94%-134.8pp | 478.56%-421.4pp |
| Employer contribution / active EE | $3,250 | $3,427-5.2% | $2,797+16.2% | $4,837-32.8% |
| Participant deferral / active EE | $7,607 | $5,194+46.5% | $4,349+74.9% | $6,341+20.0% |
| Admin fee / account holder | $511 | $6,897-92.6% | $5,537-90.8% | $12,309-95.9% |